05/25/2026
In observance of Memorial Day, we pause to reflect with gratitude and respect.
Beltway Wealth Management Powered by LPL Financial
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05/25/2026
05/19/2026
The latest market commentary has been released! Check out this week's Weekly Market Commentary here: https://www.bwm.lpl.com/weekly-market-commentary
05/14/2026
New research suggests retiring too early may have unintended cognitive consequences, highlighting the importance of staying mentally engaged longer.
Economists have found an answer to slowing cognitive decline: avoid retiring early, study finds While Gen Z unemployment is getting much of the attention, new research points to a quieter crisis: Gen X workers retiring years before 65—and facing a steep cognitive cost for it.
New research suggests retiring too early may have unintended cognitive consequences, highlighting the importance of staying mentally engaged longer.
05/10/2026
Wishing a Happy Mother’s Day to all the mothers and mother figures who give so much, every day.
04/20/2026
Understanding Individual 401(k) Plans An individual 401(k) plan is a profit-sharing plan combined with a regular 401(k) plan. A self-employed individual or small business owner who has no full-time employees (unless the full-time employee is the owner's spouse) can implement this type of plan.
04/16/2026
Taxes are a part of life — but with the right strategies, their impact can be managed. This video breaks down key income tax facts you may find helpful.
https://www.bwm.lpl.com/resource-center/tax
04/05/2026
Wishing you a happy and peaceful Easter.
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